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Kiltearn Partners LLP

Q4 2025 13F Holdings

  • Location
    edinburgh, X0
  • Num holdings

    28

  • Value ($000)

    $461,659

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0001582633
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AMG

AFFILIATED MANAGERS GROUP IN

COM
008252108
$68.15M
15 %

236,414

D
DG

DOLLAR GEN CORP NEW

COM
256677105
$42.02M
9 %

316,500

C
CVS

CVS HEALTH CORP

COM
126650100
$35.06M
8 %

441,768

L
LUV

SOUTHWEST AIRLS CO

COM
844741108
$29.48M
6 %

713,283

C
CMCSA

COMCAST CORP NEW

CL A
20030N101
$28.94M
6 %

968,361

C
CI

CIGNA CORP NEW

COM
125523100
$24.88M
5 %

90,413

A
ABEV

AMBEV SA

SPONSORED ADR
02319V103
$23.33M
5 %

9,445,900

M
MDT

MEDTRONIC PLC

SHS
G5960L103
$17.36M
4 %

180,761

K
KMX

CARMAX INC

COM
143130102
$17.09M
4 %

442,200

H
HCA

HCA HEALTHCARE INC

COM
40412C101
$16.71M
4 %

35,800

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